Advisers on the Move TEST

Never miss a move. The industry's only comprehensive database of financial advisers and brokers changing firms. View over a decade of recruiting activity at wirehouses, regional brokerages, RIAs and independent broker-dealers.

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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Bethany Anne LezanicNYLIFE Securities LLCAllstate Financial Services, LLC10-06-2014
Anthony Earl ReeseNYLIFE Securities LLCAmeriprise Financial Services, LLC04-19-2018
Gary Mark Barnes JrNYLIFE Securities LLCAmeriprise Financial Services, LLC12-13-2017
Steven Patrick VisniskiNYLIFE Securities LLCAvantax Investment Services, Inc.10-11-2019
David Alan LanningNYLIFE Securities LLCAvantax Investment Services, Inc.05-23-2011
David John CurtisNYLIFE Securities LLCCetera Investment Services LLC05-26-2015
Clint August KakalecikNYLIFE Securities LLCCitizens Securities, Inc.07-06-2018
Phyllis Marie PetrilloNYLIFE Securities LLCCitizens Securities, Inc.05-15-2018
Dennis George EdsellNYLIFE Securities LLCForesters Financial Services, Inc.10-26-2017
Benjamin M. UrichNYLIFE Securities LLCForesters Financial Services, Inc.11-03-2015
Robert David PucciNYLIFE Securities LLCFortune Financial Services, Inc.06-18-2009
Gregory R. DahlNYLIFE Securities LLCJanney Montgomery Scott LLC05-02-2018
Amee Sue WrightNYLIFE Securities LLCKey Investment Services LLC03-25-2019
Robert Augustus Cera Jr.NYLIFE Securities LLCLincoln Financial Advisors Corporation05-28-2014
Eric Ten BroeckNYLIFE Securities LLCMarket Street Wealth Management03-13-2012
Alexander Eric SnymanNYLIFE Securities LLCMcAdam LLC09-22-2015
Alfred J. Cooke IIINYLIFE Securities LLCMetLife Securities Inc.10-28-2013
Teresa Iris McDermottNYLIFE Securities LLCMML Investors Services, LLC04-12-2010
Antoinette R RehakNYLIFE Securities LLCMorgan Stanley01-29-2020
Daniel Alan FahringerNYLIFE Securities LLCMSI Financial Services, Inc.08-31-2015
Christy Andrea MeyersNYLIFE Securities LLCMutual of Omaha Investor Services, Inc.11-26-2013
Gary Allen ClarkNYLIFE Securities LLCNationwide Securities, LLC04-10-2020
Christopher M. LapianaNYLIFE Securities LLCNorthwestern Mutual Investment Services, LLC11-18-2016
Erin Amelia FurmanNYLIFE Securities LLCNYLIFE Securities LLC12-21-2017
Duran Harris-PeytonNYLIFE Securities LLCNYLIFE Securities LLC11-14-2016
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Disclaimer & Methodology: The InvestmentNews Advisers on the Move database is designed to capture all recruiting activity of retail financial advisers/teams of advisers as they move from one firm to another. The activity recorded within the database comes from a number of sources, including InvestmentNews and other media reports; press releases; direct submissions that have been reviewed by InvestmentNews; and regulatory filings. To qualify as a move, no more than 60 days can have elapsed between the date an adviser/team leaves one firm and the date they join another. Any adviser registration changes that came as a result of merger & acquisition activity are not recorded as moves in the database. Finally, please note that all AUM data is user-submitted and is not audited by InvestmentNews or any regulatory agency. When AUM data is unavailable, a “ — “ is listed in the record’s AUM field entry. All data and information is the property of InvestmentNews LLC and is protected by copyright and other intellectual property laws. All rights are reserved by InvestmentNews LLC. Data may only be viewed on and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.